The Discretionary Portfolio Management Framework II

The Discretionary Portfolio Management Framework II

In the previous video, Faisal outlined the role of a portfolio manager and started talking about a framework they can use to manage portfolios. In this video, he carries on exploring this framework, starting with the importance of diversification.
Overview

This video builds on the introduction to the portfolio management framework and discusses the remaining 4 out of the 5 stages in the framework : Portfolio diversification, monitoring and rebalancing, selecting individual investments and finally holistic assessments. These components all go hand in hand and help portfolio managers perform to the best of their ability and deliver satisfactory results to their clients. It also helps clients understand the portfolio management process and know that their money is being handled in a thorough manner.

Key learning objectives:

  • Understand the importance of portfolio diversification

  • Comprehend the need for monitoring and rebalancing a portfolio

  • Understand how selection of investments can dictate portfolio performance

  • Understand the importance of a holistic assessment

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